Profile
Financial Life CPA
ListedCPA Firm for Tax, Accounting, and Year-Round Financial Guidance
About
About
Financial Life CPA is an accounting firm serving clients from its Laguna Hills, CA presence, with a focus on long-term relationships and year-round financial guidance.
Its service areas include individual and business tax preparation, tax planning, accounting services, payroll support, and QuickBooks/Xero setup.
Financial Life CPA is an accounting firm serving clients from its Laguna Hills, CA presence, with a focus on long-term relationships and year-round financial guidance. The firm works with individuals and small businesses, helping clients approach tax and financial decisions with context rather than as isolated filing tasks.
Its service areas include individual and business tax preparation, tax planning, accounting services, payroll support, and QuickBooks/Xero setup. The firm also describes guidance around personal financial planning, retirement planning, estate planning, elder care, and wealth management, supporting clients through different financial milestones.
- Tax preparation and tax planning for individuals and businesses
- Accounting, payroll, and QuickBooks/Xero setup
- Personal financial planning, retirement, estate, and elder care topics
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| QuickBooks/Xero setup | In-person | ||
| Payroll services | In-person | ||
| Business tax preparation | In-person | ||
| Individual tax preparation | In-person | ||
| Tax planning | In-person | ||
| Tax services | In-person | ||
Client types
Client types
Service areas
Service areas
Laguna Hills, CA
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